BFTUX Mutual Fund Analysis & Holdings | MarketXLS

BFTUX Mutual Fund

NAV$77.13

AUM$22M

TER0.75%

Holdings27

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BFTUX Mutual Fund

NAV$77.13

Baron Fifth Avenue Growth Fund R6 Shares

AUM$22M

TER0.75%

Holdings27

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BFTUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BFTUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BFTUX Mutual Fund Overlap Analysis

BFTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BFTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, BFTUX may share significant positions with broad-market funds.

BFTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFTUX tax-loss harvesting finds highly correlated but non-identical funds.